loan officer assistant

Banner Bank

<div><div>More than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently <b>Great Place to Work Certified</b> because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the <b>Best 100 Banks in America</b> for the ninth consecutive year.<br>
</div><div></div><br>
<div>With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.</div><div></div><div><br>
As a Loan Officer Assistant, you play a critical role in helping borrowers move confidently through the mortgage process. You&rsquo;ll partner closely with a high-producing Loan Officer and a wide network of partners to keep loan files organized, compliant, and moving forward on time. This role is perfect for someone who enjoys fast-paced work, building relationships, and being a key contributor to successful loan closings.</div>
<h3 class="jobSectionHeader"><b>In this role you'll:</b></h3><ul>
<li><div>Facilitate clear and timely communication between the Loan Officer, borrowers, real estate agents, branch staff, insurance providers, closing agents, and outside vendors.</div>
</li><li><div>Manage loan pipelines, schedules, and critical deadlines to keep files progressing smoothly.</div>
</li><li><div>Run pipeline and closed-loan summary reports to support production tracking and performance.</div>
</li><li><div>Support mailings and marketing initiatives to help grow and maintain business relationships.</div>
</li><li><div>Follow up with borrowers to obtain missing documentation and required information.</div>
</li><li><div>Enter, maintain, and update loan application and client data within processing systems.</div>
</li><li><div>Pull credit reports at the direction of the Loan Officer and ensure proper handling of sensitive data.</div>
</li><li><div>Maintain working knowledge of loan programs, guidelines, and technology platforms.</div>
</li><li><div>Perform a variety of administrative and clerical duties to support daily loan operations.</div>
</li><li><div>Ensure full compliance with company policies, security standards, and government regulations.</div>
</li></ul><h3 class="jobSectionHeader"><b>What we're looking for</b></h3><ul>
<li>You have a High School Diploma or equivalent</li>
<li><div>You bring 4 or more years of experience in residential mortgage loan processing and/or underwriting, including conventional and government loans for both purchase and refinance transactions</div>
</li><li><div>An equivalent combination of education and experience can be considered in lieu of a degree</div>
</li></ul><h3 class="jobSectionHeader"><b>What helps you shine</b></h3><ul>
<li><div>You have a proven track record of supporting consistent loan closings and funding in high-volume environments.</div>
</li><li><div>You understand mortgage origination processes, underwriting standards, and FNMA, FHLMC, and government guidelines.</div>
</li><li><div>You communicate clearly and professionally, both verbally and in writing, while delivering exceptional customer service.</div>
</li><li><div>You thrive in fast-paced, deadline-driven settings and can juggle multiple priorities with accuracy.</div>
</li><li><div>You can analyze borrower credit, income documentation, and complex loan structures to support productivity and volume.</div>
</li><li><div>You are comfortable using MS Word, Excel, Outlook, and automated underwriting systems.</div>
</li><li><div>You bring strong analytical skills and a working knowledge of federal and state real estate lending regulations.</div>
</li></ul><h3 class="jobSectionHeader"><b>Travel</b></h3><ul>
<li>Up to 20%</li>
</ul><h3 class="jobSectionHeader"><b>Our Company Values</b></h3><div>
<div>Do the right thing</div>
<div>Teamwork</div>
<div>Trust</div>
<div>Accountability</div>
</div><h3 class="jobSectionHeader"><b>What Our Team Says</b></h3><div>
<div>&quot;I have the opportunity to learn and grow every day in my current role. I love the work life balance, knowing that we work hard, and strive for high performance but we are celebrated.&quot; &ndash; Glassdoor review</div>
</div><h3 class="jobSectionHeader"><b>Compensation &amp; Benefits</b></h3><div>
<ul><li>Targeted starting hourly range (based on experience): $20.00-$27.00</li>
<li>Incentive potential</li>
<li>Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life</li>
<li>Paid vacation time, sick time and 11 company paid holidays</li>
<li>401k (with up to 4% match)</li>
<li>Tuition reimbursement</li>
</ul></div><div>Review <b>Banner's employee benefits</b> at: Employee Benefits \u007C Banner Bank</div><div></div><div><br>
Please take time to review<b> </b><b>Banner Bank's Consent &amp; Privacy notice</b> before applying.</div><div></div><div><br>
Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.</div><div></div><div><b><br>
Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings</b>. Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.</div></div>

Mortgage Loan Officer Assistant (Remote - WA, ID, OR, CA)

The Mortgage Talent Network

<div><h1 class="jobSectionHeader"><b>Loan Partner / Loan Officer Assistant</b></h1><p><b>
Remote &mdash; Texas (Austin Preferred) | Base + Bonus | Full Benefits</b></p><h2 class="jobSectionHeader"><b>
The Opportunity</b></h2><p>
Our client is a fast-growing mortgage team in Austin looking for a Loan Partner who's equal parts relationship manager, pipeline quarterback, and borrower advocate. This isn't a back-office processing role &mdash; it's a front-line partnership position where you're the operational engine that keeps high-volume LOs producing at their best.</p><p>
If you take pride in running a clean pipeline, communicating proactively, and delivering a borrower experience that earns referrals, this role is for you.</p><h2 class="jobSectionHeader"><b>
What You'll Own</b></h2><ul><li>
Partner directly with Loan Officers across every stage of the loan lifecycle &mdash; application through closing</li><li>
Manage borrower communication, realtor relationships, and third-party coordination</li><li>
Gather and verify documentation for complete, accurate loan packages</li><li>
Track pipeline milestones &mdash; approvals, appraisals, closings &mdash; and keep every deadline met</li><li>
Order and follow up on appraisals, verifications, and title work</li><li>
Clear conditions efficiently and deliver clean, compliant files to Closing on time</li><li>
Anticipate problems before they become last-minute crises</li></ul><h2 class="jobSectionHeader"><b>
What You Bring</b></h2><ul><li>
3+ years residential mortgage experience in a Loan Partner or LOA capacity</li><li>
Broker or correspondent model experience preferred</li><li>
Solid knowledge of conventional, FHA, VA, Jumbo, and Non-QM products</li><li>
Encompass proficiency preferred</li><li>
White-glove communication style with borrowers and referral partners</li><li>
Ability to self-manage in a fully remote environment without losing a beat</li></ul><h2 class="jobSectionHeader"><b>
Compensation &amp; Benefits</b></h2><ul><li>
Competitive base salary + performance bonuses</li><li>
Full medical, dental, and vision</li><li>
401(k)</li><li>
Real growth path within a performance-driven culture</li></ul><p><i>
Apply with the Mortgage Talent Network today.</i></p><p><b><br>
Experience</b></p><p>
Minimum of 3 most recent years as a Retail Residential Mortgage LOA/Loan Partner</p><p><b><br>
Education</b></p><p>
A high school diploma or equivalent</p><p><b><br>
Knowledge, Skills &amp; Abilities</b></p><br>
<ul><li>
Natural relationship-builder who communicates with warmth, professionalism, and purpose &mdash; whether talking to a first-time buyer or a seasoned realtor</li><li>
Comfortable working with self-employed borrowers and navigating complex income documentation</li><li>
Correspondent or broker experience a plus</li></ul><p></p><p><b>
Other Skills</b></p><p>
Basic word processing and computer skills are required.</p></div>

Retail Residential Mortgage Brokerage - Loan Partner/Loan Officer Assistant (remote)

The Federal Savings Bank

<div>Description:
<p><b>
The Federal Savings Bank, </b>a national bank and 5-time &ldquo;50 Best Mortgage Companies to Work For&rdquo; winner, seeks an organized, outgoing, optimistic, and overall outstanding<b> Assistant Mortgage Banker</b> who is fully fluent in <b>English and Spanish</b>. As an Assistant Mortgage Banker you will be an frontline member of one of the busiest teams in our Retail Mortgage division.</p><p><b><i>
Qualified applicants who do not live a commutable distance from one of our offices will be considered and are encouraged to apply.</i></b></p><p>
Los solicitantes deben ser amables, organizados, orientados a los detalles, y diligentes para cumplir con los objetivos en constante cambio.*</p><ul><li><i>If you had to Google Translate that last sentence, this particular role is not for you. Please look at the other open positions our company is featuring.</i></li></ul><p><b>
Duties &amp; Responsibilities:</b></p><ul><li>
Assist the Mortgage Banker, serving as primary liaison among customers, internal operations support, realtors, and title companies</li><li>
Help manage Mortgage Banker pipeline while working with Processing, Underwriting, and Closing teams to ensure loans get closed in a timely manner</li><li>
Structure loans in Encompass loan origination system</li><li>
Review loan guidelines and analyze borrower qualifications</li><li>
Prepare mortgage applications and disclosures for signing</li><li>
Consistently exceed borrower and Realtor/Builder expectations, always giving &quot;Wow!&quot; service</li><li>
Marketing tasks to include maximizing the Mortgage Banker&rsquo;s CRM and past client business</li><li>
Help organize events for the Bankers such as realtor luncheons</li></ul><p><b>
What We Offer:</b></p><ul><li>
Base Salary plus monthly bonus</li><li>
Generous paid time off plus sick time</li><li>
Health, Dental, and Vision insurance plans</li><li>
HSA and FSA insurance plans available</li><li>
Complimentary Employee Assistant Program (EAP)</li><li>
Paid time off that increases with length of employment</li><li>
Company paid life insurance</li><li>
401k with partial company matching</li><li>
Monthly Employee Appreciation events</li><li>
Big bank resources with small bank feel</li></ul>
Requirements:
<p><b>
Skills/Qualifications</b></p><ul><li>
High school diploma or equivalent required; Bachelor's degree preferred;</li><li>
Fluency in Spanish, both spoken and written required</li><li>
1+ years of experience as Mortgage Loan Officer Assistant or Processor</li><li>
Proficiency with Microsoft Office products (Excel, Word, Outlook, and PowerPoint)</li><li>
Demonstrable ability to meet standards of professional communication</li><li>
Creative and proactive thinker</li><li>
Collaborative team spirit, positive attitude</li><li>
Superior time-management and organizational skills</li></ul><p><i>
The Federal Savings Bank is an</i> <b><i>equal opportunity employer</i></b><i>. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.</i></p></div>

Mortgage Loan Assistant - Bilingual (English/Spanish) - Remote Eligible

Cardinal Financial Company Limited Partnership

<div>Description:
<p><b>
Who We Are:</b></p><p>
Cardinal Financial is a nationwide direct mortgage lender that focuses on creating solutions for our borrowers, partners, and employees&mdash;to provide the very best experience. We are genuine and hard-working individuals who are not scared to improve and intentionally push beyond what is considered &ldquo;good enough&rdquo;</p><p>
Looking to join a growing company that values its people, innovates, and expands on its proprietary technology? Apply below!</p><p><b>
Who We Need:</b></p><p>
The Loan Originator Assistant (LOA) works alongside a designated Loan Originator or Production Team in a sales environment to provide support to Customers, Loan Originators, Production Leaders, and Operations partners. This position is responsible for providing mortgage assistance such as out-bound calls to clients, income calculation, and other miscellaneous administrative deadline-based tasks. The LOA assists Mortgage Loan Originators with managing their pipelines while providing superior customer service by maintaining consistent communication with clients and assisting them through specific workflows.</p><p><b>
What You Will Do:</b></p><ul><li>
 Reviews loan application, supporting documentation, and credit authorization.</li><li>
 Keeps current understanding of all loan program guidelines, pricing, policies and procedures.</li><li>
 Documents all client conversations in loan origination software with timely follow up in CRM.</li><li>
 Provides daily/weekly status of files in progress to Loan Originator/Production Team or Leadership as well as the Client.</li><li>
 Communicates status updates and appropriately escalate issues and opportunities to meet the needs of clients and homeowners.</li><li>
 Assists clients with the utilization of the Origination system (Octane).</li><li>
 Collect and submit/file vendor validations from borrowers.</li><li>
 Maintains a positive working relationship with internal departments and external contacts.</li><li>
 Processes borrower documents in an accurate and timely manner following proper internal protocol and procedures.</li><li>
 Performs specific tasks assigned by Loan Originator or Production Leader.</li><li>
 Communicates and partners closely with Operations to ensure a smooth and accurate loan process.</li><li>
 Schedules new leads and appointments and calls with clients as needed.</li><li>
 Responds to client&rsquo;s questions and concerns in a timely manner in accordance with team/department SLA expectations.</li><li>
 Performs a variety of research and administrative duties in support of the Loan Originator/Production Team.</li><li>
 Ensures loan Turn Time requirements are achieved.</li></ul>
Requirements:
<p><b>
What You Need:</b></p><ul><li>
 High school diploma or GED is required.</li><li>
 1-3 Years experience in Customer Service/Customer-Facing role is preferred.</li><li>
 0-2 Years experience working within the Mortgage Industry is preferred.</li><li>
 Basic understanding of financial documents i.e. assets, income, and credit is preferred.</li><li>
 Ability to effectively manage multiple demands and competing priorities.</li><li>
 Ability to adapt well to change, take direction, and comprehend training.</li><li>
 Fast-paced individual with exceptional analytical and computer skills.</li><li>
 Demonstrated ability to thrive in a multi-faceted, fast paced, ever changing environment.</li><li>
 Detail oriented with excellent verbal and written communication skills.</li><li>
 Demonstrated organizational skills.</li><li>
 Ability to work closely within a team structure.</li><li>
 Working knowledge of Microsoft Suite, specifically Word and Excel.</li><li>
 Working knowledge of Encompass software system a plus.</li><li>
 Ability to execute and interpret AUS, evaluate findings, and work accordingly.</li></ul><p><b>
What We Offer:</b></p><ul><li>
Strength, Stability, and Vision</li><li>
Great compensation package</li><li>
Opportunity for career growth</li><li>
A commitment to be a relevant market leader - we are aiming for the top!</li><li>
Octane, our engineered proprietary technology that is transforming the mortgage industry</li><li>
An empowered culture where your ideas are important and your voice matters</li><li>
Full Benefits, beginning the first day of the month following your start date, including &ndash; Medical, Dental, Vision, Life, Disability Insurance, and much more</li><li>
Generous paid time off package that also includes all major holidays</li><li>
401K w/ 50% match up to a maximum employee contribution of 5%- Beginning the 1st of the month following 30-days of employment</li></ul><p>
 <i>Cardinal Financial is an Equal Opportunity Employer. We respect and aim to empower individuals and support the diverse cultures, perspectives, skills, and experiences within our workforce. California residents click here to review </i>Cardinal's California Employee Privacy Policy &amp; Notice at Collection. <i>. The expected base salary for this position ranges from thirty three thousand dollars to fifty two thousand dollars, determined based on the applicant's experience, skillset, education, training, certificates, and licenses.</i></p></div>

Loan Originator Assistant | Consumer Direct - Remote

SouthState Bank

<div>
 The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
 <br/>
 <br/>
 We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
 <br/>
 <br/>
 <strong>
  Summary/Objectives
  <br/>
  <br/>
 </strong>
 The responsibility of a Loan Assistant I is to direct the timely processing and fulfillment of Commercial loans. Additional tasks may be assigned at the direction of the Market Leaders. As a Loan Assistant I, you will provide essential support with the deal team with the management of simple commercial loans and basic client relationships. Your primary responsibilities will include collecting and organizing borrower documentation, inputting data into the loan processing system, and assisting with the preparation of loan files for loan closings and funding and the fulfillment of post-closing documentation requirements. You will also serve as a point of contact for clients throughout the life cycle of their lending relationship.
 <br/>
 <br/>
 This entry-level role is perfect for individuals looking to start a career in commercial lending, with opportunities for growth and development.
 <br/>
 <br/>
 <strong>
  Essential Functions
  <br/>
  <br/>
 </strong>
 <strong>
  PRIMARY RESPONSIBILITIES
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Assist in tracking and management of the loan pipeline, loan maturities, the uninsured reports, and past dues reports, ensuring timely processing and adherence to deadlines.
  </li>
  <li>
   Remain knowledgeable of all State and Federal lending and documentation regulations as well as Bank policies and guidelines ensuring compliance
  </li>
  <li>
   Collect and organize all necessary documentation from borrowers, such as income verification, credit reports, and identification.
  </li>
  <li>
   Input data into loan processing systems accurately and efficiently.
  </li>
  <li>
   Provide back-up support to other Loan Assistants to cover PTO requests, and absences.
  </li>
  <li>
   Order title searches, UCC searches, appraisals and flood certifications as needed.
  </li>
  <li>
   Coordinate closings with lenders, attorneys, insurance agents and clients.
  </li>
  <li>
   Initiate the disbursement of closing funds and issues loan proceeds via checks and/or wires.
  </li>
  <li>
   Review closed and funded loans for document completion, ensure that loans are booked in a timely and accurate manner.
  </li>
  <li>
   Contact settlement agents, register of deeds, and title insurance agencies to obtain post-purchase documentation, as necessary. Maintain a tickler system on any outstanding post-closing documentation (collateral and exception monitoring) and report on status during weekly meetings.
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Lender / Customer Support
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Maintain clear and effective communication with lenders (likely 1-2), and other stakeholders throughout the loan process.
  </li>
  <li>
   Provide exceptional client service through offering assistance and responding to questions and requests for information.
  </li>
  <li>
   Notify clients of any issues or discrepancies that may arise and assist in resolving them.
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Culture Champion
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Advocate our culture by providing prompt, efficient, and exceptional customer service.
  </li>
  <li>
   Build internal and external relationships with customers.
  </li>
  <li>
   Demonstrate a commitment to the Company&rsquo;s core values.
  </li>
  <li>
   Strong work ethic, results driven, committed to meeting deadlines and achieving company and department goals.
  </li>
  <li>
   Participate with community organizations and in community projects.
  </li>
  <li>
   Actively participate in learning and development for continued personal and professional development.
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Confidentiality and Compliance
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Ensures confidentiality of all sensitive material and matters, directs documents to the appropriate parties, obtains approvals as necessary, and ensures deadlines are met.
  </li>
  <li>
   Adhere to compliance, security and internal guidelines and requirements for position and applicable compliance and consumer protection regulations, preventing fraud and protecting customer assets.
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
 <br/>
 <br/>
 <strong>
  COMPETENCIES
  <br/>
  <br/>
 </strong>
 <strong>
  Skills Necessary
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Excellent time management, organizational skills, and attention to detail required.
  </li>
  <li>
   Excellent communication, and interpersonal skills.
  </li>
  <li>
   Excellent computer skills required, especially Microsoft Office.
  </li>
  <li>
   Ability to prioritize tasks, think and work independently.
  </li>
  <li>
   Ability to exercise good judgment to analyze and problem solve situations that arise. Ability to exercise personal and professional responsibility and work with limited direction.
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications, Education, And Certification Requirements
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Education: A high school diploma or equivalent is required. Bachelor&rsquo;s degree or additional course work in banking, finance or lending is an asset.
  </li>
  <li>
   Experience:
  </li>
  <ul>
   <li>
    A minimum of one (1) year of experience in commercial lending documentation is preferred.
   </li>
   <li>
    A minimum of one (1) year of Commercial Banking support experience or client service experience within a financial institution by being able to field client&rsquo;s account inquiries and/or maintenance requests with clear and efficient communication.
    <br/>
   </li>
  </ul>
 </ul>
 <strong>
  Training Requirements/Classes
  <br/>
  <br/>
 </strong>
 Required annual compliance training, New Employee Orientation
 <br/>
 <br/>
 <strong>
  PHYSICAL DEMANDS
  <br/>
  <br/>
 </strong>
 Must be able to effectively access and interpret information on computer screens, documents, and reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk.
 <br/>
 <br/>
 <strong>
  WORK ENVIRONMENT
  <br/>
  <br/>
 </strong>
 This position could be in a cubicle or private office environment that may be loud throughout the day. If applicable telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology are delivered.
 <br/>
 <br/>
 <strong>
  TRAVEL
  <br/>
  <br/>
 </strong>
 Travel may be required to meet with lender and/or client meetings as needed. In addition, travel may be required to attend all hands meetings, career development, site visits, acquisition/merger support, etc.
 <br/>
 <br/>
 Work Location: 20 N Orange Ave, Suite 1303 Orlando, Florida 32801
 <br/>
 <br/>
 Equal Opportunity Employer, including disabled/veterans.
</div>


Loan Assistant I

Knock

<p>Knock is redefining the home buying and selling experience, and we're only getting started! We're a passionate team of industry experts who knew there had to be a better, simpler way for people to navigate the journey between homes. That people-first mindset is core to how we operate, and why Knock has been honored as one of <i>Inc.'s Best Workplaces</i> six times in the past seven years.<br/></p><p>We bring that mindset into the work we do every day. The Knock Bridge Loan&trade; empowers homebuyers to 'buy before they sell', by unlocking the equity in their current home, giving them greater convenience, certainty, and competitiveness.<br/></p><p>Founded in 2015, Knock has grown into a trusted partner for thousands of homebuyers and a network of 60,000+ loan officers and agents across the country. Backed by top investors like Foundry Group, Trinity Capital, and the National Association of Realtors, we've built a reputation for innovation and trust, earning 900+ five-star Zillow and Trustpilot reviews and an A+ BBB rating.<br/></p><p>Join our growing team and help shape the future of homebuying! To learn more, visit Knock.com<br/></p><p><b>Loan Assistant - Remote</b><br/></p><p>As a fully remote Loan Assistant, you will support the customer journey from application to funding, provide an overview of Knock's products and programs, and assist with seeing customers through to a successful closing. This position works Pacific or Mountain time.<br/></p><ul><li>Assist the process by gathering required documentation to successfully submit the loan file for processing/underwriting and obtaining Initial Closing Disclosure signatures to meet on-time closings</li><li>Successful and effective pipeline management consisting of 30 loan closings per month</li><li>Complete Patriot Act based on customer ID</li><li>Ensure minimum submission requirements and documents are met prior to submitting loans to processing</li><li>Assist other team members with any borrower requests</li><li>Understanding of TRID to compliantly issue initial disclosures and revised Loan Estimates within 24-48 hours of receiving loan</li><li>Experience with condo approval requirements including requesting documents and reviewing documents to ensure all relevant questions are completed</li><li>Excellent customer service is second nature, with a natural inclination to assist others</li><li>A quick study and self-starter: taking initiative and learning quickly in a remote, tech-enabled environment is critical to success</li><li>Collegially competitive: meet or exceed individual quotas and expected company metrics while also sharing what is and isn't working with an understanding that a rising tide lifts all ships</li><li>Responsive to internal stakeholders and external customer needs, leaving no email unresponded and no voicemail unreturned</li><li>Comfortable working autonomously: able to follow guides, job aids, and scripts to complete tasks such as gathering loan documentation and disclosing loan files - you search for your answer before asking a question</li><li>Promote a culture that puts People First, with an emphasis on best-in-class customer service from lead to closing</li><li>Continually learn, grow, and expand your knowledge of the mortgage origination process</li><li>Take on ad-hoc projects as they arise &amp; always be willing to support your team where they need you</li></ul><p><b>Qualifications - You'll bring:</b><br/></p><ul><li>1+ years of experience in mortgage operations and/or processing</li><li>Active NMLS license or ability to acquire an NMLS license within the first 90 days of hire</li><li>Recent experience working in the <b>Pacific or Mountain Time Zone</b></li><li>Experience using Encompass, Blend and/or Google Suite required</li><li>You are comfortable with change and working in a fast-paced, startup environment</li><li>You are a team player and a fantastic communicator (written and verbal) - naturally inclined to deliver amazing customer service</li><li>Ability to review and interpret internal guidelines</li><li>Process oriented with a keen eye for detail</li><li>Belief in creating diverse, equitable, and inclusive practices and programs that will further Knock's commitment to making an impact, learning, putting people first, being open, and courageous</li><li>Have proven success working 100% remote in prior positions &amp; are experienced working with a distributed, national team</li><li>Education: High school diploma or equivalent</li></ul><p><b>Physical Requirements:</b><br/></p><ul><li>Set up and constantly operate a computer</li><li>Communicate and exchange accurate information to others via telephone or internet video applications</li></ul><p>The candidate must be able to perform the essential functions of the job, with or without reasonable accommodation.<br/></p><p><b>Compensation and Benefits:</b><br/></p><p>Our Compensation Philosophy: As a fully remote (U.S.-based) workforce, our goal is to ensure that all Knockstars are fairly compensated. Please note that the salary range information that follows is a good faith estimate for this position provided pursuant to the Colorado Equal Pay for Equal Work Act for Colorado applicants. The salary for this position is: $53,000 USD + incentive plan (bonus).<br/></p><p>This job posting will expire 6/15/2026.<br/></p><p><b>Offer &amp; Employment Terms</b><br/></p><p>The actual offer, reflecting the total compensation package &amp; benefits, will be at the company&rsquo;s sole discretion, and determined by factors including but not limited to years of experience, job level, geographic location, and other relevant business considerations. The company also reserves the right to amend or modify this job description, employee perks, and benefits at any time. Employees eligible for bonus and/or commission will be provided details in the offer letter.<br/></p><p><b>❓Why Knock</b><br/></p><p>-Purpose-Driven Work: Your contributions will improve the homeownership journey for thousands of individuals and families.<br/>-Remote-First Flexibility: Work from anywhere in the U.S. with a flexible, people-first approach.<br/></p><p>-Innovative Culture: Collaborate with curious, talented colleagues in a supportive, growth-oriented environment. To learn more about the culture at Knock, view our POPSICLE values.<br/>-Commitment to Inclusion: We are dedicated to creating diverse teams and an inclusive, respectful culture where everyone belongs.<br/></p><p><b>Enjoying Life &amp; Making an Impact</b><br/></p><p>-Since our founding in 2015, Knock has and continues to offer a <b>100% remote work culture</b><br/>-Top tier medical, dental, &amp; vision benefits for full time employees starting on the first day of employment<br/>-Flexible Paid Time Off for full time employees<br/>-Paid parental leave for all full time employees:<br/>- 12 weeks paid parental leave for the birthing parent<br/>- 6 weeks paid parental leave for the non-birthing parent<br/>-One thousand annually for professional development<br/>-Life, AD&amp;D and Disability insurance for full time employees<br/>-401K (noncontributory by Knock) for all employees<br/>-$75 monthly allowance for health &amp; wellness<br/>-Up to $400 monthly for a co-working space for eligible employees<br/>-$100 monthly allowance for home internet, mobile phone or other communication devices<br/>-$2,500 referral bonus for eligible employees<br/></p><p><b>Equal Opportunity Employer</b><br/></p><p>Knock provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, gender, gender identity, gender expression, national origin, ancestry, age, physical or medical disability, medical condition, marital status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable US federal, state, or local laws.<br/></p><p><b>Internal Applicants</b><br/></p><p>If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.<br/></p><p><b>Remote Culture &amp; Company Mission</b><br/></p><p>We are proud to be a remote, distributed company with employees across 17 states and counting. This is an amazing opportunity to be an integral part of building a multi-billion dollar consumer brand in an industry that is long overdue for a new way of doing things. You will be working with a passionate team that is disrupting the status quo.<br/></p><p>Knock, and its subsidiaries, are committed to creating a diverse, inclusive, and equitable environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity, gender expression, national origin, ancestry, age, physical or medical disability, medical condition, marital status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable US federal, state, or local laws.<br/></p><p><b>Recruiter Policy</b><br/></p><p>Please no recruitment firm or agency inquiries &amp;mdash; you will not receive a reply from us.<br/></p><p><b>Application Tip</b><br/></p><p>PDF is our preferred format for resumes and any other attachments. Thank you!<br/></p><p><b>#LI-Remote</b><br/></p><p>Job Type: Full-time<br/></p><p>Benefits:<br/></p><ul><li>401(k)</li><li>Dental insurance</li><li>Employee assistance program</li><li>Employee discount</li><li>Flexible schedule</li><li>Flexible spending account</li><li>Health insurance</li><li>Health savings account</li><li>Life insurance</li><li>Paid time off</li><li>Parental leave</li><li>Professional development assistance</li><li>Referral program</li><li>Retirement plan</li><li>Tuition reimbursement</li><li>Vision insurance</li></ul><p>People with a criminal record are encouraged to apply<br/></p><p>Work Location: Remote<br/></p>

Loan Assistant - Remote

Community Financial System, Inc.

<div>Overview:
<div>
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.</div><div></div><div><br>
Just as our employees are committed to helping our customers manage their finances, we&rsquo;re committed to our employees. After all, they make it happen for our customers every day.</div><div></div><div><br>
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.</div>
Responsibilities:
<div>
The Assistant Mortgage Loan Consultant (AMLC) assists the Mortgage Loan Consultant(s) (MLC) to produce mortgage loans efficiently and timely, with minimal errors, all while maintaining exceptional customer service. The AMLC performs a variety of administrative duties in support of, and in concert with the individual MLC quest in establishing and maintaining strong professional ties to area business generators, builders, centers of influence, as well as individual residential real estate customers.</div><ul><li>
Supports the Mortgage Loan Consultant in soliciting quality loan applicants through various methods and media.</li><li>
Assists MLCs to gather information related to residential real estate applications through interaction with parties involved in the transaction, while adhering to customer privacy guidelines.</li><li>
Schedules appointments on behalf of the MLC, or with the AMLC which fit the needs of the bank and customer, whether on company premises or at a mutually convenient location.</li><li>
In support of the originating MLC, may inform customers of the institution's loan programs, underwriting guidelines and applicable government regulations.</li><li>
Prepares and maintains applications and manages application documents.</li><li>
Prepares Loan Estimates in compliance with regulatory guidelines and bank policy.</li><li>
Answers incoming inquiries, written or otherwise, and satisfies those inquiries, or consults with the Mortgage Loan Consultant to satisfy the inquiry if applicable.</li><li>
Maintains and fosters relationships with realtors, attorneys, appraisers, applicants, and Mortgage Processing personnel.</li><li>
May attend loan closings on behalf of the MLC.</li><li>
Processes final documentation and loan tickets to initiate the booking process.</li><li>
Stays abreast of, and participates in, community outreach programs within the MLC's designated territory to ensure the bank remains a partner to groups of low to moderate income (LMI) and those in a protected class.</li><li>
Ensures exceptional customer service, both internal and external by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements, demonstrating a commitment to professional ethics and complying with all Federal and State compliance policies.</li><li>
Performs other related duties as assigned or directed.</li><li>
Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all job-specific requirements in a timely fashion</li></ul><br>
<div></div>
Qualifications:
<div><b>
Education/Training:</b></div><ul><li>
An Associates degree or equivalent preferred.
</li><li>This position requires National Mortgage Licensing System (&ldquo;NMLS&rdquo;) registration under the terms of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act).</li><li>
All applicants must be 18 years of age or older.</li></ul><div><b>
Skills:</b>
</div><ul><li>Proficient reading, writing, grammar, and mathematics skills; comfortability with various software programs and overall PC functions, proficient interpersonal relations and communication skills; ability to multitask and manage multiple duties effectively; and, the ability to learn and maintain a working knowledge of Bank operating policies and products.</li></ul><div><b>
Experience:</b></div><ul><li>
Previous banking and/or mortgage industry experience preferred.
</li><li>Experience in a high volume, multi-tasked professional administrative, sales, or customer service position.
</li><li>Experience in submitting loan file requests electronically (DU-Desktop Underwriter) and knowledge of FNMA guidelines a plus.</li></ul><br>
<div></div>
Min: USD $22.60/Hr. Max: USD $33.93/Hr. Other Job Information:
<div><b>
Hours: </b>40 hours/week</div><div></div><div><b><br>
Compensation:</b> Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision &amp; Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!</div><p></p><div><b><br>
Physical Requirements:</b></div><div>
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.</div><p></p><div><b><br>
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.</b><br>
<br>
<b>The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.</b></div></div>

Assistant Mortgage Loan Consultant (On-Site)

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